Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client relationships and provide top-notch administrative support.
- Company: Join a leading independent financial planning firm in Bristol.
- Benefits: Enjoy a competitive salary, hybrid work, and attractive perks.
- Other info: Dynamic role with opportunities for professional development.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: 3+ years in financial planning with strong organisational skills.
The predicted salary is between 37000 - 45000 £ per year.
CV Elite Limited is seeking an experienced Financial Planning Administrator or Assistant to support the Managing Director at Nicholls Stevens, a leading independent financial planning firm in Bristol. This varied role involves client relationship management, administrative support, and maintaining high service standards.
The ideal candidate will have over 3 years of experience in financial planning or advice, with excellent task management and organizational skills.
The role offers a hybrid working environment with a competitive salary ranging from GBP 37,000 to 45,000, alongside attractive benefits.
Client Relationship Manager, Financial Planning in Bristol employer: CV Elite Limited
Contact Detail:
CV Elite Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager, Financial Planning in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research CV Elite Limited and Nicholls Stevens thoroughly. Understand their values, services, and client base so you can tailor your responses and show them you're the perfect fit for their team.
✨Tip Number 3
Showcase your skills! During interviews, highlight your experience in client relationship management and how you've maintained high service standards in previous roles. Use specific examples to demonstrate your task management and organisational skills.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Client Relationship Manager, Financial Planning in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Client Relationship Manager role. Highlight your experience in financial planning and any relevant administrative support you've provided in the past.
Showcase Your Skills: We want to see your excellent task management and organisational skills shine through. Use specific examples from your previous roles to demonstrate how you've successfully managed client relationships and maintained high service standards.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Be sure to express your enthusiasm for working with Nicholls Stevens and how your background aligns with their values and goals.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at CV Elite Limited
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your experience in client relationship management and how you've supported financial advisors in the past. This will show that you understand the role and can hit the ground running.
✨Showcase Your Organisational Skills
Since the job requires excellent task management, prepare examples of how you've successfully managed multiple tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your organisational prowess.
✨Demonstrate Your Client Relationship Skills
Think of specific instances where you've built strong relationships with clients. Be ready to share how you maintained high service standards and resolved any issues. This will help the interviewers see that you can foster positive client interactions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you determine if the firm is the right fit for you. Plus, it gives you a chance to engage with the interviewers.